Bragg Financial Advisors, Inc

Position in NJR — New Jersey Resources Corp

CIK 1327055 CHARLOTTE, NC

Position in NJR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$45,026,570

+$3,648,030 QoQ

Shares Held

803,472

+6.6% QoQ

Ownership

0.792%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#21

of 456 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Utilities · as of Jun 30, 2026

Bragg Financial Advisors, Inc holds $135,632,950 across 3 Utilities - Regulated Gas names. NJR ranks #2 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UGI	Ugi Corp /Pa/	1,732,179	$59,829,462
2	NJR	New Jersey Resources Corp This page	803,472	$45,026,570
3	MDU	Mdu Resources Group Inc	1,451,057	$30,776,918

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,026,570	803,472	+6.6%	Shares	Sole	2026-08-12
2026-03-31	$41,378,540	753,433	+1.2%	Shares	Sole	2026-05-15
2025-12-31	$34,326,147	744,279	+38.2%	Shares	Sole	2026-02-13
2025-09-30	$25,936,093	538,652	+14.2%	Shares	Sole	2025-11-13
2025-06-30	$21,147,420	471,830	+1.7%	Shares	Sole	2025-08-14
2025-03-31	$22,761,288	463,948	+33.1%	Shares	Sole	2025-05-14
2024-12-31	$16,262,516	348,607	+0.5%	Shares	Sole	2025-02-13
2024-09-30	$16,377,833	346,988	+0.2%	Shares	Sole	2024-11-14
2024-06-30	$14,801,460	346,314	+0.1%	Shares	Sole	2024-08-15
2024-03-31	$14,851,022	346,097	+0.1%	Shares	Sole	2024-05-14
2023-12-31	$15,419,330	345,880	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$14,072,647	346,361	+17.5%	Shares	Sole	2023-11-14
2023-06-30	$13,910,831	294,721	+1.5%	Shares	Sole	2023-08-15
2023-03-31	$15,452,099	290,453	+0.1%	Shares	Sole	2023-05-15
2022-12-31	$14,392,032	290,045	+0.2%	Shares	Sole	2023-02-15
2022-09-30	$11,203,224	289,489	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$12,907,866	289,869	+0.5%	Shares	Sole	2022-08-15
2022-03-31	$13,233,453	288,562	+0.8%	Shares	Sole	2022-05-11
2021-12-31	$11,755,354	286,297	0.0%	Shares	Sole	2022-02-14
2021-09-30	$9,965,998	286,297	+0.4%	Shares	Sole	2021-11-15
2021-06-30	$11,286,907	285,239	-0.1%	Shares	Sole	2021-08-16
2021-03-31	$11,382,047	285,479	+156.4%	Shares	Sole	2021-05-14
2020-12-31	$3,958,599	111,353	+2.7%	Shares	Sole	2021-02-11
2020-09-30	$2,930,129	108,443	+1.2%	Shares	Sole	2020-11-13
2020-06-30	$3,499,263	107,175	+4.6%	Shares	Sole	2020-08-14
2020-03-31	$3,480,939	102,471	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.